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Novo Nordisk
BA
bactrian
Community Contributor
A Quality Compounder Marked Down on Overblown Fears
Novo Nordisk , a global leader in diabetes and obesity treatments, is trading at a deep discount to both its historical multiples and intrinsic value. The ADR is now priced at $47.05 , reflecting a normalized P/E ratio of just 13.4× , down from a five-year average closer to 25–30×.
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US$120.72
FV
60.9% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
15
users have liked this narrative
4
users have commented on this narrative
32
users have followed this narrative
New
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ASML Holding
IN
Investingwilly
Community Contributor
Why Now is the Time to buy ASML
What Does ASML Do? ASML Holding N.V. is a Dutch company and the world’s only supplier of extreme ultraviolet (EUV) lithography machines —a critical technology used to produce the world’s most advanced computer chips.
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US$1.00k
FV
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
19
users have liked this narrative
3
users have commented on this narrative
44
users have followed this narrative
New
narrative
Wyndham Hotels & Resorts
ZW
Zwfis
Community Contributor
Wyndham Continues Global Expansion with 19% Ancillary Revenue Growth
WH is a company that I actually took interest in a couple of months ago when I happened to stay at one of their franchise hotels. I had to leave early in the morning at like 4 and when I went out to the parking lot I was astounded that in the little town I was was absolutely full.
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US$105.80
FV
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
6
users have followed this narrative
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Acrow
DR
DrBioHacker
Community Contributor
Undervalued Growth Stock with 6% Yield and Expansion Potential
1. Business Overview and Market Scope What the Business Does: Acrow is a Sydney-based provider of support services for the construction industry.
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AU$1.24
FV
16.5% undervalued
intrinsic discount
9.81%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
19
users have followed this narrative
6 months ago
author updated this narrative
Talisker Resources
RO
RockeTeller
Community Contributor
if gold reaches $4,000 per oz
To estimate Talisker Resources' stock price if gold reaches $4,000 per oz, let's consider several key factors like production ramp-up, resource base, and potential profitability. Since Talisker is in early stages and lacks formal studies (PEA/PFS), we'll use rough estimates for production and profitability based on available information.
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CA$6.00
FV
90.7% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
10 months ago
author updated this narrative
Cerrado Gold
RO
RockeTeller
Community Contributor
125 Baggers at Full Potential !
Cerrado Gold Summary (April 2025) Current Production : Don Nicholas mine in Argentina producing ~50,000 oz/year. Breakeven cost (FCF) around $1,900/oz.
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CA$52.00
FV
98.3% undervalued
intrinsic discount
105.70%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
5
users have commented on this narrative
5
users have followed this narrative
4 months ago
author updated this narrative
Oncopeptides
DA
DailyInvestors
Community Contributor
Oncolytics Biotech: A Beacon of Hope in Cancer Treatment
Oncolytics Biotech: A Beacon of Hope in Cancer Treatment In the ever-evolving landscape of oncology, Oncolytics Biotech® Inc. (NASDAQ: ONCY) (TSX: ONC) is emerging as a company demonstrating significant promise.
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SEK 2.56
FV
87.5% overvalued
intrinsic discount
47.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
4
users have followed this narrative
5 months ago
author updated this narrative
Pinterest
GO
Goran_Damchevski
Equity Analyst
Leading Idea Discovery Makes Pinterest A Durable Software Business
Key Takeaways Pinterest has a differentiated and growing discovery business, catering to young shoppers. The project-driven platform attracts close to 500M high-intent MAUs. The company is shifting focus to profitability with its lower-funnel tools.
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US$30.00
FV
29.6% overvalued
intrinsic discount
15.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
about 1 year ago
author updated this narrative
IREN
DA
Dark_Oli
Community Contributor
IREN will achieve a 51% revenue surge in the next 5 years
Pour calculer la valeur intrinsèque d'IREN dans un scénario conservateur, on peut utiliser une méthode de valorisation telle que les flux de trésorerie actualisés (DCF). Voici un aperçu basé sur les données disponibles : Points clés : Prix actuel de l'action : 7,15 $US.
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US$11.00
FV
49.5% overvalued
intrinsic discount
35.83%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
4 months ago
author updated this narrative
Caterpillar
WA
WallStreetWontons
Community Contributor
Increased Infrastructure projects will continue, but not rapidly with current geopolitical and cyclical challenges
Catalysts Infrastructure Investment : Governments and private sectors worldwide are increasingly investing in infrastructure projects. CAT’s construction equipment, machinery, and services play a vital role in building roads, bridges, airports, and other critical infrastructure.
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US$359.84
FV
20.7% overvalued
intrinsic discount
5.03%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
about 1 year ago
author updated this narrative
Alphabet
CO
Compounder
Community Contributor
GOOGL Valuation
Looking ahead, I believe Alphabet's net profit margin will likely stabilize in the 20-25% range over the next five years, with potential for modest improvement: Alphabet's core advertising business faces some headwinds from increasing competition and a maturing market, which could pressure margins. However, the company is showing more cost discipline with slowing headcount growth and office space optimization, which should help support profitability 3 7.
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US$165.53
FV
17.6% overvalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
12 months ago
author updated this narrative
Intuitive Surgical
UN
Unike
Community Contributor
Intuitive Surgical Will Transform Healthcare with 12% Revenue Growth
Catalysts Most Immediate Catalysts (1–2 Years) Increased Adoption of Robotic Surgery: Hospitals and surgical centers continue to adopt Intuitive Surgical’s da Vinci systems as clinical evidence shows improved outcomes and reduced recovery times. Expansion into more surgical specialties (e.g., gynecology, urology, general surgery) drives near-term revenue growth.
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US$325.55
FV
46.5% overvalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
2
users have commented on this narrative
19
users have followed this narrative
5 months ago
author updated this narrative
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